Trigger for stage movement between two activity forms

Trigger for stage movement between two activity forms

Follow the steps below for moving stage of one workflow based on the actions of another workflow:
  1. From Triggers, click + to create a new triggers.
  2. Under Info, give Name, Description, Type, Activity form and other conditions for creating a trigger.
  3. Under Condition, choose a Condition that decides when the trigger should happen.
  4. Under Action, pick an Action and Operation for what you want the trigger to do. Then select which stage of the workflow you want to move the task to.
  5. Under User Selection, select users based on Roles, Hierarchy, Bands and Supervisors.
  6. Click Submit to save the trigger.


    • Related Articles

    • Create Reminder based on Trigger Action

      Create Reminder on workflow stage change in collection: Steps to Configure: From URVA home page, under Automation, you will find Triggers. Click on the '+' icon to add the trigger. Under the Info tab, fill in the fields like Name, Description, Type, ...
    • Create Activity Form

      Activity is a digital formation of any hard copy format. You can convert any hard copy format into digital form using different interfaces in FeetPort. Let's learn how to Create an Activity Form: From home page in URVA Web portal, click on Admin ...
    • Use the Geo-Fencing Feature for Media Capture

      This document explains how to use the geo-fencing feature for the media capture field in URVA forms. This feature allows you to specify a radius around a location where image capture is allowed, providing more control over media collection. Follow ...
    • Map template with an Activity

      Map any template with an activity form following these steps: From URVA Home page, under Admin settings go to Basic Setup and click on Templates. Click on the + New Template to add a new template and select any template type such as PDF, SMS, ...
    • Enabling Field History Tracking in Activity Forms

      The Field History feature allows you to track changes made to specific fields in an activity form. This helps in maintaining a record of field modifications over a defined period. Steps to Enable Field History Tracking: Go to Admin Settings from the ...